Rick Lima Email & Phone Number

Founding Partner, Wealth Partners Alliance @ Wealth Partners Alliance

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Rick Lima Location

Texas, United States

Rick Lima Work

2019 - now Founding Partner, Wealth Partners Alliance @ Wealth Partners Alliance
2011 - 2019 Vice President-Wealth Management @ UBS Group AG
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2007 - 2011 Portfolio Manager @ Morgan Stanley
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Rick Lima Education

The University of Dallas
MBA (Corporate Finance)
2000 - 2002
Southern Methodist University
BS (Economics)
1990 - 1994
Escuela Americana
1989 - 1990

Catholic High School
1986 - 1989

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Rick Lima Skills

Portfolio Management
Wealth Management
Strategic Partnerships

Investment Advisory
Investment Advisory Services
Retirement Planning
Securities
Mutual Funds
High Net Worth Individuals
Investment Management

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Rick Lima Summary

Rick Lima, based in Texas, United States, is currently a Founding Partner, Wealth Partners Alliance at Wealth Partners Alliance. Rick Lima brings experience from previous roles at UBS and Morgan Stanley. Rick Lima holds a 2000 - 2002 MBA in Corporate Finance @ The University of Dallas. With a robust skill set that includes Portfolio Management, Wealth Management, Strategic Partnerships, Investment Advisory, Investment Advisory Services and more. Rick Lima has 2 emails and 1 mobile phone numbers on RocketReach.

Rick Lima Emails

Found 2 emails

Rick Lima Phone Numbers

Found 2 phone numbers

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Rick Lima

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